Basement Capital

From the Basement, Independent Equity Research Publication, Big 4 & Berkeley Alumnus

[Basement Capital @BsmtCapital]

https://t.co/GFhLJwvXIa

[Basement Capital @BsmtCapital]

@MoInvestingHQ If they own the real estate and I'm CEO for the day, I'm 100% asking how can we turn this to an AI story

[Basement Capital @BsmtCapital]

@elonmusk @wholemars Is this more of a Falcon or Starship one?

[Basement Capital @BsmtCapital]

@bensig Fees

[Basement Capital @BsmtCapital]

@ScottCrawfordKS @zerohedge @RickSantelli @JoeSquawk I'm with ya @ScottCrawfordKS

[Basement Capital @BsmtCapital]

@coryalthoff Building sandcastles at the beach, yes🏖️🏖️🏖️

[Basement Capital @BsmtCapital]

@elonmusk Compute in space is cool but let's take it one step further. What if the data center in the sky also looked cool.

[Basement Capital @BsmtCapital]

US 20 Year at 5.53% Highest since April, 2002.

I mean…at some point I’m a buyer.

[Basement Capital @BsmtCapital]

@unusual_whales Maybe Hot Take? All these "maybe" talks is all chatter and the futures markets have no idea. I'll start to listen when the strait is demilitarized or the escalation is over. Until then, I'll main Costco gas.

[Basement Capital @BsmtCapital]

@Kush__Patil Who's with me: 100% Cash because broke.

[Basement Capital @BsmtCapital]

@WatcherGuru These will be the big 3 AI players. My bet, each will be within arms length of each other once OpenAI and Anthropic IPO. At least for a bit.

[Basement Capital @BsmtCapital]

SpaceX: To the Moon or to Mars
https://t.co/EF9rNAFQ3k

[Basement Capital @BsmtCapital]

@bankingslut 100% not surprised! When you work 100+ hour weeks, mistakes happen

[Basement Capital @BsmtCapital]

Space X ($SPCX)

Going through S-1 and Q2 for Space X and ran into something just fun and interesting. The company owns 18.7k Bitcoins at an average purchase price of approx. ~$35k. That’s worth nearly $1.5 Billion in Bitcoin. Sorta funny how the company always wins.

[Basement Capital @BsmtCapital]

How to Stocks: Chipotle ($CMG) https://t.co/9OV2M6BDAj via @YouTube

[Basement Capital @BsmtCapital]

Logitech (LOGI) Q1 FY27 Earnings: Full Beats 🟢
Logitech overwhelmingly beat expectations, aided by $61 million in tariff refunds.

Our Actual Adjusted metric removes the $61 million tariff relief and Logitech still beat Q1 Street expectations across the board.

🚨One issue, an major incident at supplier will cause a reduction of $20 million of net sales in Q2 and limited Q3 data suggests $200 million net sales reduction. 🚨See Logitech's Q1 2027 Press Release for more info.

[Basement Capital @BsmtCapital]

@Variety Not picking sides, but over 99% of Warner Bros shareholders voted for the Paramount merger. Some executives’ futures may be uncertain, yet equating that to the vote is a false equivalence. Conversely, the title could simply be “WB management fears for jobs & future.”